Dynamic lithium battery recycling big "cake" how to score a fair? Upper and downstream binding to break "black city"

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - Umhlinzeki Wesiteshi Samandla Esiphathekayo

In recent years, my country's new energy automobile industry has developed rapidly, and the data shows that as of the end of June 2021, the national new energy vehicle has reached 60,300, accounting for 2.1% of the total car. Among them, the pure electric vehicle guarantees 4.

93 million, accounting for 81.7% of the total new energy vehicle. The increase in new energy vehicles brings a lot of waste batteries.

At present, the first batch of new energy vehicle power batteries enters the scale of retirement, and it is expected that my country's retired power batteries will approach 800,000 tons in 2025. A report pointed out that in 2021 my country's power battery recycling market is expected to reach 14.3 billion yuan.

Upstream and downstream binding to change the huge market prospect of the industrial pattern, attract countless capital in the past few years into the recycling of power battery recycling, but there are also small businesses that have long-term technology, and have a small handling power battery. Just flowing into the "small workshops" opened by these small businesses, causing harm to the environment, causing a lot of formal corporate profits. At the same time, while enterprises, the powerful battery enterprise entry, the formal company engaged in the power battery recycling business is also actively strengthened with the production enterprises upstream of these industrial chains to strengthen the vertical bundle.

On August 9th, Yi Lithium can release an announcement, and sign a memorandum of supply of 10,000 tons of recycling nickel products with Greenmei. Greenmeal promises that since 2024, Lithium to Yiwei can supply 10,000 tons of recovery nickel products (including nickel sulfate, three-yuan precursor and ternary materials, etc.), and the cooperation period has continued for 10 years from product supply.

And can be extended and the extension of the increase in the number of cooperation according to the needs. Recently, Green Mei and Fu Can Technology signed the "Strategic Cooperation Framework Agreement on Construction of Waste Power Battery and Battery Waste Green Treatment Industry Chain", a total of recycling, resource, and remanufacturing of waste power batteries and its waste, and re-manufacturing system. Tesra's recently announced the 2020 influence report revealed that there is more information on the recycling of the power battery.

It is reported that over the years, Tesla has been cooperating with third-party recyculations, recovering materials from scrapped battery packs; at the same time, it is also committed to developing its own "unique battery recycling system". Domestic product new forces also achieved certain results in the recycling of metal materials in power battery. In order to better promote battery management, it is a special battery asset management company - Wuhan Weiyuan Battery Asset Co.

, Ltd. (hereinafter referred to as "Wenergy Battery"). Lu Ronghua, general manager of Vulsear Battery, said that the company has been operating in the nearly one year, with a name under the name of about 2,000 tons of nickel-cobalt manganese materials, it is likely to exceed 10,000 tons at the end of next year.

Huawager Cobalt Industry In the lading of the upper reaches of the upper reaches, while purchasing mineral resources, the layout of the next recycling industry can potentially broaden its channels in the supply of raw materials in the field of cobalt resources, and ensure the stability and cost of resource supply. "Huayou Cobalt Industry" has a wholly-owned subsidiary - "Zhejiang Huayou Circular Technology Co., Ltd.

", Huayou Circuit is recommended by the Zhejiang Provincial Economic News Commission in 2018 as the provincial new energy vehicle power battery recycling and use pilot work lead unit, The main task is to recycle demolition outlets, environmentally friendly demolition line development, etc. Huawager recycled the special production line for the production line of China, has realized 64680 tons of retired power storage battery, and more than 5783 tons (metal amount), 9432 tons (metal amount), 2050 tons (metal amount) of nickel (metal), Valent elements such as manganese, copper foil, aluminum foil. China Tower is not only the consumer of retired batteries.

The key to the commercial recycling model of China Tower is to cooperate with car companies and power battery companies to build a shared recycling network. At present, China Tower and FAW, Dongfeng, Jianghuai, BYD, and more new energy car companies have signed a strategic cooperation agreement, these cooperation agreements mainly serve the recycling of new energy vehicles retired batteries. In order to make the power battery recycling industry more standardized, the relevant departments began to launch various new policies after 2020, promote the standardization of the industry, which encourages strength, technical formal corporate layout dynamic battery recycling, is the policy One direction of the level.

Standard, December 1, 2017, "Specification for the Recycling and Utilization of Vehicle Power Battery" (GB / T33598-2017) is officially implemented, the standard is dominated by China Automotive Technology Research Center, Guangdong Bangpu Circular Technology Co., Ltd. The first national standard completed by the first grass unit on the national standard of the vehicle power storage battery, which specifies the terms and definition of the dismantling of the vehicle waste power battery pack (group) module, and the overall requirements of the operation procedures and management requirements Therefore, it is suitable for use in vehicle waste lithium ion power storage, metal hydride nickel power storage battery pack (group), dismantling of modules, is not suitable for use in vehicle waste power storage battery monomer disassembly.

On February 1, 2018, "Insurance Detection of Car Power Battery Recycling" (GB / T34015-2017) was officially implemented, the specification was from Guangdong Bangpu Circular Technology Co., Ltd., Hunan Bangu Auto Circulation Co.

, Ltd. (formerly Hunan Bangpu Waste Automobile Circulation Co., Ltd.

led to the country's first national standard for recycling and detecting power batteries, standards stipulated the terms and definitions, symbols, detection requirements, detection processes and detection methods of vehicle waste power storage batteries. , Suitable for use in vehicle waste lithium ion dynamic storage batteries and metal hydride nickel power storage battery monomers, 余能 检测 检测. On October 1, 2020, "Car Power Battery Recycling - Management Specification Part 1: Packaging Transportation" (GB / T38698.

1-2020) Implementation, this standard is implemented by Ningde Times, China Automotive Technology Research Center, Guoxuan , Watma batteries and other units jointly prepared, the document specifies the terms and definitions, classification requirements, general requirements, packaging requirements, transportation requirements, and marking requirements of packaging and transportation, and marker requirements, packaging requirements, transportation requirements, and marker requirements, package requirements, transportation requirements, and marker requirements. Power battery pack, module, monomer packaging and road transportation, other types of car power storage batteries (such as rail transport, water transportation, etc.) can be implemented, but not suitable for lead-acid batteries.

On the same day, "Car Power Battery Recycling Ladder Use Part 2: Removal Requirements" (GB / T34015.2-2020) and "Car Power Battery Recycling Regeneration] Part 2: Material Recycling Requirements (GB / T33598 .2-2020) At the same time, it is equally implemented by Ningde Times, China Automotive Technology Research Center, Guoxuan Haoke, Watma and other units.

Among them, "Car Power Battery Recycling Ladder Use Part 2: Removal Requirements" to specify the terms and definitions, general requirements, job requirements, temporary storage and management requirements for vehicle retire power storage batteries (or powered battery), and applicable The removal process of the recycling link power lithium ion battery pack and the power nickel hydrodynamic battery pack, the removal process of other types of power storage battery packs can be referred to, but it is not applicable to the power storage battery and lead-acid battery of the automobile after-sales maintenance. "Car Power Battery Recycling and Utilizing Part 2: Material Recycling Requirements" Terminology and Definition, General Requirements and Pollution Control and Management requirements for vehicle power storage batteries, suitable for vehicles with lithium ion power storage batteries and nickel-hydrogen Material recovery of power battery monomers. "Recycling Technical Specifications for Waste Battery" (GB / T39224-2020) Implemented June 1, 2021, which specifies the overall requirements, collection requirements, sorting requirements, transportation requirements and storage requirements for waste batteries, suitable for use in waste Battery recycling whole process, except for waste batteries belonging to hazardous waste.

Policy, in 2000, in order to adapt to the new form of new energy industry development, the continuous and healthy development of the new energy automobile industry, the Ministry of Industry and Information Technology issued "New Energy Automobile Waste Battery Comprehensive Utilization Industry Standard Conditions (2019)" and "New Energy Automobile Waste Power Battery Comprehensive Utilization Industry Norm Announcement Interim Measures (2019) "Two Industry Normative Documents. Among them, "New Energy Automobile Waste Battery Comprehensive Utilization Industry Standard Conditions (2019)" Clarified New Energy Battery Enterprises in layout and project site selection, technical equipment and process, comprehensive utilization and energy consumption, environmental protection requirements, products Quality and vocational education and safety production, personal health and social responsibility, etc. have made specific interpretation and principles requirements; "New Energy Automobile Waste Battery Comprehensive Utilization Industry Standard Announcement Management Interim Measures (2019)" Clearly "Specification for Application Compliance" Conditions "new energy vehicles for new energy vehicles, comprehensive utilization enterprises, make specific conditions, require that companies must have independent legal persons, business scope covers the comprehensive utilization of new energy vehicles, and in line with" specification conditions " Requirements.

On August 27 this year, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Science and Technology, the Ministry of Commerce, and the Market Supervision Administration recently issued the "New Energy Automobile Dynamic Battery Ladder Take Utilization". The document is proposed, and the ladder is encouraged to use the enterprise and new energy vehicle production, power battery production and scrap motor vehicle recycling and dismantling and other enterprise agreement, strengthen information sharing, using existing recycling channels, efficient recycling of used power storage battery for ladder. Encourage power battery manufacturers to participate in the recycling of waste power storage batteries and traders.

The method mentioned that the ladder use the company to test the relevant standards such as "vehicle power battery recycling" (GB / T34015), combined with actual detection data, assess the remaining value of waste power storage, improve the efficiency of the ladder, and improve the ladder product Performance, reliability and economy. Battery Alliance, Minute.